Montessori At Otari Preschool IncorporatedEducation Charity in Wellington

Montessori At Otari Preschool Incorporated is a Trust charity in the Education sector, based in Wellington, Wellington. Annual revenue: $0.7M NZD. Financial data as at December 2024.

Mission: Montessori-at-Otari Preschool is a not-for-profit early childhood centre for children aged 2 years 10 months to six years. We offer a high quality and affordable early childhood education that upholds the principles and practices of the Montessori philosophy as well as those that are outlined in Te Whariki, the New Zealand Early Childhood Curriculum. We aim to provide a high quality . Montessori at Otari Preschool bases its philosophy on the Montessori Method of education that was developed by Dr. Maria Montessori. The aim of Montessori education is to place all the children in the world at the center of society and to assist them in becoming caring, self-motivated, resilient and fulfilled individuals, able to create a sustainable and peaceful future for humanity. The Montessori philosophy advocates the holistic development of the child so that s/he can reach their own potential.

Registration Number
CC44070
Charity Type
Trust
Registration Date
2010-04-22
Status
Active
Sector
Education
Location
Wellington, Wellington
Email
wcmp@xtra.co.nz
Data as at
December 2024

Financial Summary

Total Revenue
$0.7M NZD
Total Expenses
$0.6M NZD
Total Assets
$1.0M NZD
Net Assets
$0.9M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
9
Financial Year End
2024-12-31

Financial History

YearRevenueExpensesNet Assets
2024$0.7M$0.6M$0.9M
2023$0.6M$0.6M$0.8M
2022$0.5M$0.5M$0.9M
2021$0.6M$0.6M$0.9M
2020$0.6M$0.5M$0.9M
2019$0.6M$0.5M$0.9M
2018$0.5M$0.5M$0.8M
2017$0.5M$0.5M$0.8M
2016$0.6M$0.5M$0.8M
2015$0.5M$0.5M$0.8M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Erin ReadStaff Liaison2019-03-18

Former Officers (51)

  • Nicolas ZillioxGeneral (departed 2021-07-16)
  • Antony DixonPresident (departed 2019-03-18)
  • Jane RobertsonGeneral (departed 2020-12-18)
  • Megan MolinaGeneral (departed 2021-04-16)
  • Mimi TranPresident (departed 2021-04-16)
  • Richard WallGeneral (departed 2019-07-05)
  • Bernhard ReschGeneral (departed 2018-06-14)
  • Fiona MilesStaff Liaison (departed 2019-03-18)
  • Sarah ChaineyTreasurer (departed 2020-03-16)
  • Yee Shien BoutcherGeneral (departed 2018-03-19)
  • Lisa SmithGeneral (departed 2019-03-18)
  • Sandra HenzschelSecretary (departed 2017-03-13)
  • Kanae WoodParent Liaison (departed 2017-03-13)
  • Martin Vere-JonesEnrolments Officer (departed 2018-03-19)
  • Gwyn BaretaTreasurer (departed 2018-03-19)
  • Lara CharlesGeneral (departed 2019-03-18)
  • Lara AldredParent Liaison (departed 2017-08-16)
  • Rebecca ReedySecretary (departed 2018-03-19)
  • Dorothee Vere-JonesGeneral-Pr/newsletter (departed 2017-08-16)
  • Jane Ward-MarshallStaff Liaison (departed 2018-03-19)

Similar Charities in Education

EducationTrust

Montessori At Otari Preschool Incorporated

CC44070Wellington, WellingtonRegistered 22 Apr 2010
Data updated: 1 Sept 2026
Financials31 Dec 2024Rating12h ago

Financial data as at December 2024. Sourced from Charities Services register.

NR
Not ratedCharity type not yet classified — grade withheld

Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.

How ratings work →
Revenue

$682.8K

Expenses

$612.8K

Assets

$1.0M

Staff

9

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

Montessori-at-Otari Preschool is a not-for-profit early childhood centre for children aged 2 years 10 months to six years. We offer a high quality and affordable early childhood education that upholds the principles and practices of the Montessori philosophy as well as those that are outlined in Te Whariki, the New Zealand Early Childhood Curriculum. We aim to provide a high quality . Montessori at Otari Preschool bases its philosophy on the Montessori Method of education that was developed by Dr. Maria Montessori. The aim of Montessori education is to place all the children in the world at the center of society and to assist them in becoming caring, self-motivated, resilient and fulfilled individuals, able to create a sustainable and peaceful future for humanity. The Montessori philosophy advocates the holistic development of the child so that s/he can reach their own potential.

Key Statistics

Annual Revenue
$682.8K
Total Expenses
$612.8K
Net Assets
$893.0K
Staff
9
employees

Financial Trends

Financial Trends (15 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
99c
For every $1 spent, 99c reaches programs
Strong
Sustainability
17.7mo
Could operate 17.7 months with zero revenue
Healthy
Fundraising Cost
$0.22
Costs $0.22 to raise each $1 in donations
Moderate

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

39
Score /100
Concentrated
HHI: 6,112
Government Grants76.8%
Other10.4%
Investment Income9.8%
Donations3.1%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 107 peers · Education · $100K – $1M

Rating Score
0
#50/108
Revenue
$683K
#17/108
Reserve Months
0.0
#1/108
Surplus
$70K
#29/108
Staff Cost %
89%
#108/108

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

NR
2024
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
NR
2023
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC44070
Entity TypeTrust
Registered22 Apr 2010
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated31 Oct 1983
Registered office
166 Wilton Road, Wilton, Wellington, 6012

Sector & Activities

Primary Sector
Education

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 11 September 2026.